Create an Optimizely cloud account
Note If your organization migrated to Opti ID, you must manage users in Opti ID. See the Opti ID user documentation.
The Optimizely cloud account identifies a user and ensures proper authorization when accessing information for your DXP projects.
Prerequisites You need an organizational email address like [email protected], associated with an enabled business Microsoft Live account. If your organization already has a verified Microsoft account, you can also use this.
Note Generic accounts like [email protected], or private hotmail-type accounts like [email protected], cannot be used.
Step 1 – Request access
Make sure you provide correct and complete information. When Optimizely receives the information, you are granted access within three business days. You receive an email notification when access is provided.
| Power-user | Contributor | Analytic |
|---|---|---|---|
PaaS deployment and self-service tools on Integration and Preproduction environments | Yes | Yes | No |
PaaS deployment and self-service tools on Production environments | Yes | No | No |
Azure portal Integration environment | Yes | Yes | No |
Application Insights | Yes | Yes | Yes |
DXP dashboard | Yes | Yes | No |
Step 2 – Confirm the invitation and log in
After you receive an invitation email from Optimizely, you can log in to the dashboard and the portals.
- Follow the instructions in Get started with DXP > DXP dashboard to log in and access information for your projects.
- Follow the instructions in DXP self-service to log in to the Management Portal and deploy.
See Access Azure information to learn how to log into the Azure portal and access the information.